What happens to the original quote record?
You are a salesperson using Dynamics 365 for Sales. You need to revise an active quote. What happens to the original quote record?A . The quote is deletedB . The quote is converted into an order and a copy of the quote is put in draft mode for modificationC ....
What should you create?
You need to implement the time study. What should you create?A . business ruleB . insight cards with Sales InsightsC . custom activity typeD . new data step in the business process flowView AnswerAnswer: C Explanation: Reference: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/work-with-activities?view=op-9-1
Which three actions should you perform in sequence?
DRAG DROP You use opportunities with business process flows in Dynamics 365. You do not have insight into the amount of time spent per process and when the last stage became active. You need to create views and charts that give you this insight and that allow you to track...
What should you do?
HOTSPOT You need to ensure that employees have the appropriate territory set up. What should you do? To answer, select the appropriate option in the answer area. NOTE: Each correct selection is worth one point. View AnswerAnswer:
What should you configure?
You need to configure the system to handle all ticket sales. What should you configure?A . Discount ListsB . Product BundlesC . Product Catalog SettingsD . GoalsView AnswerAnswer: A Explanation: Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/set-up-discount-list
How are they handled?
You need to determine how notes and attachments are handled in converted leads. How are they handled?A . moved to the account after the lead is qualifiedB . deleted after the lead is qualifiedC . stay with the inactive lead after the opportunity is qualifiedD . automatically moved to the...
What should you do?
A company uses Dynamics 365 Sales. A user cannot find the option to view activities in the Kanban view or rearrange the activities. You need to make the Kanban view available to the user. What should you do?A . Add the user to the correct security role.B . Create a...
Which products should you use?
DRAG DROP You need to create invoices for all customers. Which products should you use? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point. View AnswerAnswer:
Which options should you select?
HOTSPOT A sales manager needs to set up goals in Dynamics 365 Sales for salespeople. The measurement of goals must be based on the total deal amount upon closing an opportunity. The fiscal year for the goals must be based on the calendar year. You need to create the rollup...
What should you do?
You need to solve the TesterA issue. What should you do?A . Select Enable Dynamics 365 for mobile.B . Log out and log back in to view non-production apps.C . Select Apps from the non-production apps.D . Customize the mobile app to match the model-driven app.View AnswerAnswer: C